See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,140 | $48,076+29.3% | $78,689-21.0% | $62,891-1.2% |
| Participation rate | 26.5% | 65.2%-38.7pp | 73.6%-47.1pp | 69.3%-42.8pp |
| Annual return | 11.44% | 31.35%-19.9pp | 62.18%-50.7pp | 20.14%-8.7pp |
| Employer contribution / active EE | $938 | $2,015-53.5% | $2,851-67.1% | $2,281-58.9% |
| Participant deferral / active EE | $2,334 | $2,588-9.8% | $3,517-33.6% | $3,203-27.1% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |